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XMHQ vs CZA

Invesco S&P MidCap Quality ETF vs Invesco Zacks Mid-Cap ETF

XMHQ

Invesco S&P MidCap Quality ETF

Annual cost

0.25%

Fund size

$5.3B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

Both XMHQ and CZA are equity ETFs. XMHQ charges 0.25% a year and CZA 0.69%. The main difference: XMHQ costs 0.44% less per year.

  • XMHQ costs 0.44% less per year.
  • XMHQ is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XMHQ has delivered higher annualized returns.

Side-by-side comparison

XMHQCZA
Annual cost (TER)0.25%0.69%
Fund size (AUM)$5.3B$184M
Since20062007
Dividend yield0.56%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+14.6%
CAGR 3Y+17.5%+14.2%
CAGR 5Y+9.0%+6.9%
Sharpe 3Y0.760.73
Volatility 1Y15.57%12.79%
Max drawdown-36.90%-46.18%

Similar to XMHQ and CZA